Do we need a technical requirements document before contacting Bosseo?+
No. Bosseo’s public page says the process starts with describing the bottleneck in plain English and that Bosseo asks the questions needed to turn it into a scoped build. You should still bring the current workflow, users, records and desired decisions so the discussion is concrete.
What types of tools does Bosseo describe for law firms?+
Bosseo publicly lists examples including client status portals, intake tools, internal dashboards, referral trackers, document intake flows, calculators and connections between systems. Whether a particular tool is suitable for your firm requires a workflow and technical review.
Can Custom Software connect to our existing systems?+
Bosseo says its custom tools can connect with a firm’s website, intake and dashboard and describes integrations with systems such as CRM, case management and marketing tools. The exact systems, permissions and technical method for your firm must be confirmed before they are included in scope.
Who hosts and maintains a custom tool?+
Bosseo says it hosts, monitors and maintains the tools it builds on dedicated servers and describes updates, fixes and improvements as part of the relationship. Ask for the specific hosting, access, recovery, maintenance and support terms that apply to your proposed build.
How should we decide between custom software and an off-the-shelf product?+
Compare the actual workflow, required data, permissions, integrations and total operational burden. Custom software may merit review when a recurring process remains poorly served by available tools. If an existing product addresses the need without harmful workarounds, buying it may be the more appropriate decision.
What should we measure after implementation?+
Measure the acceptance criteria agreed for the build: whether records move as intended, roles see appropriate information, exceptions are visible and staff can complete the workflow. You may also review task time, duplicate entry or follow-up completion, but do not treat any improvement as guaranteed before it is measured.